Equiniti

Supporting daily operations and process optimization for customer support teams, including training, performance management, and data-driven improvements. | Requires 3+ years in equity administration, industry-specific certifications, and experience with stock administration platforms, which are not part of your background. | Management Level F • **This a remote position but candidates must reside in Arizona, Colorado, Nevada or Utah to ensure proximity to our client base and occasional in-person meetings or events** Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries. EQ US is a leading provider of ownership data management, analytics and advisory services to public and private companies as well as corporate issuers and mutual funds. EQ offers a comprehensive product set, including transfer agency services, cap table management, equity compensation services, proxy solicitation and advisory services, private company solutions and bankruptcy claims administration services. Affiliates include, D.F. King and Co., Inc., and Astrella Private Company Solutions, Inc. Learn more at: www.equiniti.com/us EQ’s vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ. Role Summary The Stock Plans Service Manager will support the daily administration for a portfolio of Equity Compensation Services Clients. This role will give you exposure to top tier domestic and global clients in a fast paced and high growth oriented business unit. Every day will provide you the opportunity to optimize the clients’ service and efficiency within their plans administration. Core Duties/Responsibilities The successful candidate will be responsible for the following: • Support transactional workflows for Equity Plans including; grants, exercises, releases & purchases • Document client procedures • Maintain client service levels • Liaison with brokers and transfer agents • Project manage client initiatives • Be an ambassador to the marketplace for our products and services Skills, Capabilities and Attributes The successful candidate will demonstrate the following experience, skills and behaviors: • Post-secondary diploma or degree in Commerce, Business or similar area of focus is preferred • 3+ years in the Equity Administration Industry • Certified Equity Professional (CEP) certification is preferred; successful candidate must be willing to obtain designation within two years • Expertise utilizing the Equitrax stock administration platform preferred but not required • Experience in Transfer Agents and Employee Plans • Demonstrated analytical, problem-solving skills, and strong attention to detail • Comfortable in a fast-paced and evolving environment which includes ongoing learning and training opportunities • Strong client facing and relationship skills including management of client calls, tracking client issues and overall stock plans administration • Must be able to effectively read, write and speak English • May require the need to travel to other locations • Willing and able to work extended hours as needed Compensation • $68,000 - $100,000 + Merit Equal Opportunity Statement We are an equal opportunity employer and make employment decisions without regard to race, creed, religion, national origin, sex (including pregnancy, gender identity, and sexual orientation), parental status, marital status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, status with regard to public assistance, or any other characteristic protected under federal, state, or applicable local law.

Oversee global dividend processing, payments, reconciliation, treasury, and compliance to ensure secure and efficient financial services. | Extensive experience in payments, treasury, or financial operations, leadership in a global fintech or financial services environment, and strong strategic and operational skills. | Management Level C Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries. EQ is a fintech that connects the future of capital, communications, and governance, building trust and confidence in every market we serve. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ. About EQ Shareholder Services Equiniti is undergoing a bold transformation, powered by a dynamic, newly formed leadership team that began their journey in 2025. This Leadership team is steering EQ into the future by leveraging state-of-the-art technology and data-driven strategies to drive customer satisfaction and unlock new growth opportunities. EQ is not just supporting organisations – EQ is revolutionising how it engages with shareholders and manage their corporate lifecycle. From energising shareholder engagement and streamlining stock registers to facilitating seamless ownership transfers, dynamic shareholder meetings and efficient dividend payments, EQ is the backbone of global equity administration. But that’s just the beginning. EQ’s mission is to digitize every aspect of shareholder interaction, making investments more accessible, transparent and more engaging than ever before. EQ is leading the charge in dematerialisation, empowering issuers and shareholder to embrace a digital-first experience. The acquisition of Notified has supercharged the organization’s capabilities in investor relations and communications, making EQ the only global technology partner dedicated to both public relations and investor relations solutions. EQ’s commitment to agility and a #ClientObessedApproach means they act fast, deliver exceptional service and always put their clients first. The Opportunity The Senior Vice President, Payments & Reconciliation is entrusted with safeguarding the financial integrity of EQ’s shareholder services. This strategic leader oversees all aspects of global dividend processing, payments, escheatment, treasury operations, banking services, reconciliation, and share dealing. By embedding robust controls, risk management, and compliance into every transaction, this role ensures that EQ delivers secure, timely, and transparent financial services to clients and shareholders worldwide. Roles and Responsibilities • Define and lead global payments strategy, balancing performance, cost, and risk • Oversee global dividend processing, payments, and reconciliation operations across Transfer Agency, Dividend, Employee Share Plans • Manage escheatment processes and ensure regulatory compliance • Lead treasury operations and banking services, optimizing cash management and liquidity • Drive automation and process improvement initiatives • Collaborate with fraud prevention and compliance teams to monitor transaction risk and mitigate fraud exposure • Own reporting and KPI dashboards for all payment metrics • Build and lead a high-performing payments team, providing mentorship and operational frameworks for excellence • Partner with Product, Finance, Engineering, and Legal teams to integrate payment systems and support business expansion Skills, Capabilities and Attributes • Significant experience in payments, treasury, or financial operations, and experience in a global leadership role in fintech or financial services. • Global payment systems and reconciliation experience • Treasury and banking operations management • Compliance and risk management • Advanced financial analysis and reporting • Leadership of large, multi-regional teams • Strategic thinking and problem-solving • Strong interpersonal and communication skills What We Offer Save For Your Future - Equiniti Pension Plan; Equiniti matches your pension contributions up to 10% All Employee Long Term Incentive Plan (LTIP) – Gives all EQ Colleagues the opportunity to benefit if the current owners successfully sell the company for a profit. Health and Wellbeing – Employee Assistance Programme: counselling, legal & wellbeing support for colleagues and their households. Life assurance cover at 4x salary with the ability to purchase enhance cover. Employee discounts – Discounts and cashback at your favourite high street stores through our EQ Wins Platform. Flexible Benefits – The ability to purchase a wide variety of benefits through our flex plan; gadgets, travel insurance, will writing, holiday trading and more. Time Off – Typically 29 days holiday + bank holidays. 2 volunteer days to get involved with a charity of your choosing. Winning together – Equiniti ICON award vouchers; recognising the individuals going above and beyond to help the business succeed. Learning & Development – Investment in LinkedIn Learning for all colleagues. We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks.

Designing and implementing service excellence strategies, leading transformation projects, and fostering continuous improvement. | Experience in operational excellence, process improvement, transformation leadership, and stakeholder management in complex organizations. | Management Level D Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries. EQ is a fintech that connects the future of capital, communications, and governance, building trust and confidence in every market we serve. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ. About EQ Shareholder Services Equiniti is undergoing a bold transformation, powered by a dynamic, newly formed leadership team that began their journey in 2025. This Leadership team is steering EQ into the future by leveraging state-of-the-art technology and data-driven strategies to drive customer satisfaction and unlock new growth opportunities. EQ is not just supporting organisations – EQ is revolutionising how it engages with shareholders and manage their corporate lifecycle. From energising shareholder engagement and streamlining stock registers to facilitating seamless ownership transfers, dynamic shareholder meetings and efficient dividend payments, EQ is the backbone of global equity administration. But that’s just the beginning. EQ’s mission is to digitize every aspect of shareholder interaction, making investments more accessible, transparent and more engaging than ever before. EQ is leading the charge in dematerialisation, empowering issuers and shareholder to embrace a digital-first experience. The acquisition of Notified has supercharged the organization’s capabilities in investor relations and communications, making EQ the only global technology partner dedicated to both public relations and investor relations solutions. EQ’s commitment to agility and a #ClientObessedApproach means they act fast, deliver exceptional service and always put their clients first. The Opportunity The Vice President, Operational Outcomes is responsible for designing and implementing service excellence strategies to enhance customer experience, streamline operations, and improve service delivery. This executive leads cross-departmental initiatives focused on optimizing workflows, reducing service lead times, and increasing operational agility. The role champions digital tools and automation, ensures compliance with SLAs and regulatory requirements, and fosters a culture of continuous improvement across all service lines and geographies. Roles and Responsibilities • Design and implement global service excellence strategies • Lead cross-functional transformation projects, optimizing workflows and service delivery • Promote a culture of continuous improvement and operational agility • Analyze service performance metrics to identify inefficiencies and drive data-informed decision-making • Coach teams on best practices in service quality, process standardization, and change management • Champion digital tools and automation to enhance service efficiency • Ensure compliance with SLAs, regulatory requirements, and internal quality standards • Foster knowledge sharing and operational consistency across regions • Oversee a portfolio of transformation projects, ensuring measurable impact on customer satisfaction and operational performance • Serve as the voice of the customer, advocating for client needs at the executive level Job Specifications • Bachelor’s degree or equivalent in HR, Organizational Development, Business, or related field. • Experience in operational excellence, process improvement, or transformation leadership, preferably in financial services, fintech, or complex B2B organizations. • Service excellence and operational transformation • Data-driven decision-making and analytics • Change management and process standardization • Leadership of cross-functional teams • Strategic consulting and stakeholder management • Continuous improvement mindset What We Offer Save For Your Future - Equiniti Pension Plan; Equiniti matches your pension contributions up to 10% All Employee Long Term Incentive Plan (LTIP) – Gives all EQ Colleagues the opportunity to benefit if the current owners successfully sell the company for a profit. Health and Wellbeing – Employee Assistance Programme: counselling, legal & wellbeing support for colleagues and their households. Life assurance cover at 4x salary with the ability to purchase enhance cover. Employee discounts – Discounts and cashback at your favourite high street stores through our EQ Wins Platform. Flexible Benefits – The ability to purchase a wide variety of benefits through our flex plan; gadgets, travel insurance, will writing, holiday trading and more. Time Off – Typically 29 days holiday + bank holidays. 2 volunteer days to get involved with a charity of your choosing. Winning together – Equiniti ICON award vouchers; recognising the individuals going above and beyond to help the business succeed. Learning & Development – Investment in LinkedIn Learning for all colleagues. We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks.

Manage daily equity compensation plan administration, client service, project initiatives, and liaise with brokers and transfer agents. | 3+ years equity administration experience, CEP certification preferred or willingness to obtain, client management skills, and ability to work in a fast-paced environment. | Management Level F • **This a remote position but candidates must reside in Arizona, Colorado, Nevada or Utah to ensure proximity to our client base and occasional in-person meetings or events** Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries. EQ US is a leading provider of ownership data management, analytics and advisory services to public and private companies as well as corporate issuers and mutual funds. EQ offers a comprehensive product set, including transfer agency services, cap table management, equity compensation services, proxy solicitation and advisory services, private company solutions and bankruptcy claims administration services. Affiliates include, D.F. King and Co., Inc., and Astrella Private Company Solutions, Inc. Learn more at: www.equiniti.com/us EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ. Role Summary The Stock Plans Service Manager will support the daily administration for a portfolio of Equity Compensation Services Clients. This role will give you exposure to top tier domestic and global clients in a fast paced and high growth oriented business unit. Every day will provide you the opportunity to optimize the clients' service and efficiency within their plans administration. Core Duties/Responsibilities The successful candidate will be responsible for the following: • Support transactional workflows for Equity Plans including; grants, exercises, releases & purchases • Document client procedures • Maintain client service levels • Liaison with brokers and transfer agents • Project manage client initiatives • Be an ambassador to the marketplace for our products and services Skills, Capabilities and Attributes The successful candidate will demonstrate the following experience, skills and behaviors: • Post-secondary diploma or degree in Commerce, Business or similar area of focus is preferred • 3+ years in the Equity Administration Industry • Certified Equity Professional (CEP) certification is preferred; successful candidate must be willing to obtain designation within two years • Expertise utilizing the Equitrax stock administration platform preferred but not required • Experience in Transfer Agents and Employee Plans • Demonstrated analytical, problem-solving skills, and strong attention to detail • Comfortable in a fast-paced and evolving environment which includes ongoing learning and training opportunities • Strong client facing and relationship skills including management of client calls, tracking client issues and overall stock plans administration • Must be able to effectively read, write and speak English • May require the need to travel to other locations • Willing and able to work extended hours as needed Compensation • $68,000 - $100,000 + Merit Equal Opportunity Statement We are an equal opportunity employer and make employment decisions without regard to race, creed, religion, national origin, sex (including pregnancy, gender identity, and sexual orientation), parental status, marital status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, status with regard to public assistance, or any other characteristic protected under federal, state, or applicable local law.

The Call Center Representative is responsible for taking incoming phone inquiries and providing assistance to shareholders. This role involves interacting with shareowners and their representatives to resolve account-related inquiries efficiently and professionally. | Candidates must have at least 1 year of high-volume call center experience and a high school diploma or equivalent. Flexibility regarding schedule and duties is required, and overtime may be necessary based on business needs. | Management Level I ***100% Remote ***Temporary Assignment lasting 3-8 months Start Date: Around September 22nd Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries. EQ US is a leading provider of ownership data management, analytics and advisory services to public and private companies as well as corporate issuers and mutual funds. EQ offers a comprehensive product set, including transfer agency services, cap table management, equity compensation services, proxy solicitation and advisory services, private company solutions and bankruptcy claims administration services. Affiliates include, D.F. King and Co., Inc. and Astrella Private Company Solutions, Inc. Learn more at: www.equiniti.com/us EQ’s vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ. Role Summary The Call Center Representative is a vital member of our Customer Care team, responsible for taking incoming phone inquiries and providing assistance to shareholders in a timely, efficient, and professional manner. In this role, you will be interacting on the phone 100% of the time with shareowners, their representatives, and the investment community supporting activities against share positions held at EQ by Equiniti. The nature of inquires received range from simple to complex and pertain to assisting shareowners and other callers with account related service. Baseline knowledge of the Financial Services industry would be helpful, but not necessary – if you have strong communication skills, excellent phone etiquette, and both a desire and capacity to learn more about the world of financial services, we can prepare you! Core Duties/Responsibilities The successful candidate will be responsible for the following: Responds to phone inquiries in a timely, efficient, and professional manner by providing resolution within established standards Candidates must be comfortable using technology working in multiple systems at the same time Performs research during and after calls as needed to resolve problems and inquiries May act as a back-up for inquiries from higher revenue and contractual clients Document call notes ensuring key data is accurately captured in system. Representatives must maintain required performance metrics: Call quality Productivity Adherence to schedule Risk and Compliance requirements Skills, Capabilities and Attributes The successful candidate will demonstrate the following experience, skills, and behaviors: Must have 1+ year of previous high-volume Call Center experience Must be flexible regarding both schedule and daily duties Overtime hours may be required based on business needs with advance notice This is a fast-paced call center environment requiring the ability to multi-task and work collaboratively High School diploma or equivalent One year of High Touch Customer Experience Associate or bachelor's degree or the equivalent combination of education, training, or work is preferred, but not required Compensation: $20.00 hourly Equal Opportunity Statement We are an equal opportunity employer and make employment decisions without regard to race, creed, religion, national origin, sex (including pregnancy, gender identity, and sexual orientation), parental status, marital status, national origin, age, disability, family medical history or genetic information, political affiliation, military service, status with regard to public assistance, or any other characteristic protected under federal, state, or applicable local law. Our people and platforms connect businesses with markets, engage customers with their investments and allow organisations to grow and transform. Our vision is to help businesses and individuals succeed, creating positive experiences for the millions of people who rely on us for a sustainable future. We provide share registration, deliver services for reward and benefits and develop solutions for customer management in regulated industries. Our work with some of the most significant organisations in the UK and US means we engage with 29 million of their shareholders, pensioners and employees.